Mondial is an international financial consultancy offering financial planning and wealth management advice as experts in cross border advice.
The Mondial service appeals to both expatriates and the general investment community who are continually challenged by cross border financial matters. Formed in 1989, The Mondial brand has blossomed to service clients throughout Europe, The Middle East, Africa, and Asia.
A Mondial Consultants initial role is, via a face to face Q&A session, to collect information and discuss potential financial solutions, solutions which will help our clients on their journey to achieving their own personal financial goals. On further meetings our consultants will offer, where appropriate, tailored solutions available from different providers. These solutions could include advice as to why and how it would be advantageous to: transfer and consolidate any existing frozen pensions; plan financially for your children's further educational needs or many other areas that are unique to each individuals personal, family or business circumstance. Our areas of speciality include retirement planning, portfolio analysis and advice and the analysis of existing and new pension provisions.
According to a study by Investor’s Research, Inc., potential clients were asked what their priorities were with their advisor.
Here are their top six priorities:
UNDERSTAND MY SITUATION
RESPECT MY ASSETS
(no matter how small)
SOLVE MY PROBLEM
(don’t sell products)
MONITOR MY PROGRESS
KEEP IN TOUCH
These are also the priorities that we hold true; we sincerely hope that you will join with us in our
effort to transform our industry one relationship at a time!
"Shaun provided awesome financial support and really thought outside the box tailoring his advice at short notice and with few notes to totally fit my needs. I’ve met him on a couple of occasions and he is a joy to talk to, both professional but also warm and engaging with a great sense of humour. I was really impressed".
"There are seven things that will destroy us: Wealth without work; Pleasure without conscience; Knowledge without character; Religion without sacrifice; Politics without principle; Science without humanity; Business without ethics".
"Successful Investing takes time, discipline and patience. No matter how great the talent or effort, some things just take time: You can't produce a baby in one month by getting nine women pregnant".
“Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble".
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